“This practical and visionary book guides you skillfully through a step-by-step process to achieve ultimate success in your practice and life. Travis Chaney is a master at delivering a road map for happiness in life and success in your career. Travis has walked in the shoes of an advisor, graduated from the school of hard knocks and brought to life a winning formula for success as a top financial advisor. A must read for anyone who wants to ‘take it to another level’ and make the most of this life”
Bill Williams, Executive Vice President Ameriprise Financial Corporation
Advisor Coaching Overview
Advisor Coaching Overview Advisor Coaching is an emerging profession that synthesizes the best aspects of financial planning, business, leadership, psychology, communications, organization development, counseling, consulting, sports psychology and philosophy.
What is Advisor Coaching?
A structured process-driven relationship between a trained professional coach and an individual or team which includes: personal assessment, practice assessment, examining values and motivation, developing a clear vision of the future, setting measurable goals, defining focused action plans and using validated behavioral change tools and techniques to assist you to develop competencies and remove blocks to achieve valuableand sustainable changes in your practice and personal life.
Why does Advisor Coaching work? It helps you clarify objectives and goals; aligns values, goals and actions; keeps you accountable; offers support; challenges; keeps you focused, reinforces changed behaviors; is the best of many disciplines. It’s based on validated techniques to change behavior.
Who works with our Transformation Guides? Our niche is working with financial advisors. We typically work with the financial advisor who is also the owner of the business which leads to other one on one and group activities with the key team members of the business. Our clients typically are open minded successful financial advisors, future based thinkers, committed to practicing principle based decision making, action oriented, willing to commit to achieving goals, are coachable, want turbo growth in their practice, and have a positive bullish attitude.
What sets Dynamic Directions Apart? In order to answer this question and explore kicking your practice into Turbo Growth with Dynamic Directions coaching services, please call 1.866.280.2465 or email us at info@DynamicDirections-D2.com.
